Compounding intelligence for every acquisition.
The Acquisition Agent runs equity deal flow on your firm’s judgment — source, screen, underwrite, diligence, and close from inbox to IC on one record.
Every new deal still starts from scratch. Until Plex.
Your firm’s best judgment is scattered across old models, lost emails, IC notes, and the minds of former colleagues. Plex ensures every acquisition makes the firm smarter.
How the desk actually runs.
Source with full context
Broker emails and live opportunities land in Deal Log. OMs, T12s, and rent rolls become structured deal records — not another folder of PDFs.
Screen against Institutional Memory
Fit Score uses your Buy Box, past approvals and rejects, broker quality, and portfolio exposure — not a generic document summary.
Underwrite in minutes
Underwriting builds living models. Adjust assumptions the way your team already thinks. Export to Excel when you need to.
Diligence & close with a trail
DealHub, Data Room, DD checklists, LOIs, and IC materials stay on the same record — and feed the next deal’s intelligence.
Institutional Memory, not a shared drive
Every email, model, broker interaction, IC decision, and portfolio update becomes connected. The more your team works in Plex, the more valuable your memory becomes.
- Ingest history: models, OMs, CRM, and deal outcomes organized from day one
- Pull precedents instantly — similar deals, markets, and reject reasons
- Surface past risks in natural language: what did we flag last time?
- Grow the library automatically as deals pass or close — no manual wiki
Force multiplier for acquisitions teams
Give junior analysts the pattern recognition of your most experienced MD — without replacing the judgment that makes your firm unique.
- Ask Sam with full firm and deal context
- Summaries, red flags, returns, LOIs, and reports on the live record
- Human-in-the-loop before any mutation or outbound document
- Keep Outlook, Gmail, and Excel — Plex connects them into one layer
From data to decisions
Plex is built for better investment decisions — historical investments, market data, broker relationships, and your strategy — not a generic summary of the OM.
- Investment Fit Score at first touch
- Comparable transactions and portfolio context
- Underwriting assumptions that learn from your edits
- Investor materials generated on brand in seconds
We embed with your desk.
Plex specialists sit with acquisitions, origination, and asset management on live deals, live models, and the books you already run until your people own it day to day.
Sit with the team
We start on your live pipeline and serviced book, not a sandbox. Specialists work beside the desk on deals, loans, and assets already in motion.
Encode the playbook
Buy box, models, covenants, and committee habits get written in so the next deal runs the way this firm actually decides, not a generic workflow.
Transfer ownership
We stay until the desk is running it day to day. The system remains yours. The specialists step back when your people no longer need them in the chair.
Ask anything your shared drive can’t answer
Because Plex understands your firm’s complete investment history, questions that were previously impossible become routine.
- How many deals have we received from this broker?
- Which sponsors consistently beat underwriting?
- Why did we reject similar multifamily assets?
- /red-flags before investment committee
“AI shouldn’t replace your investment team. It should amplify everything your firm has already learned.”